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iShares Mortgage Real Estate ETF

118 hedge funds and large institutions have $180M invested in iShares Mortgage Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
40
Reduced
37
Closed
19
Calls
$9.89M
Puts
$30.2M
Net Calls
-$20.3M
Net Calls Change
+$91.1M
Name Market Value Shares Shares
Change
Shares
Change %
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K 576 +311 +117%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$12.3K 564 +481 +580%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$12.3K 563
SIA
104
SkyView Investment Advisors
New Jersey
$9K 415
AIM
105
Anchor Investment Management
South Carolina
$8.74K 400
LFG
106
Larson Financial Group
Missouri
$7.32K 335
ANBT
107
American National Bank & Trust
Texas
$4.48K 205 +20 +11%
EWA
108
EverSource Wealth Advisors
Alabama
$4.37K 200 +200 New
AF
109
Allworth Financial
California
$4.13K 189
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$3.41K 156 -342 -69%
SWM
111
Spire Wealth Management
Virginia
$2.78K 127 +127 New
NSIM
112
North Star Investment Management
Illinois
$2.73K 125
IRC
113
Investors Research Corp
Georgia
$2.05K 94
PA
114
Parallel Advisors
California
$1.99K 91
QCG
115
Quadrant Capital Group
Ohio
$1.9K 87
RG
116
Retirement Group
California
$1K 31
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$528 24,178 -5,367 -18%
N
118
Natixis
France
$109 5
CWG
119
Cornerstone Wealth Group
North Carolina
-492,554 Closed
HF
120
HRT Financial
New York
-48,364 Closed
TCA
121
Transcend Capital Advisors
New Jersey
-45,785 Closed
CF
122
Clarity Financial
Texas
-32,189 Closed
BCM
123
Bluefin Capital Management
New York
-23,900 Closed
Belvedere Trading
124
Belvedere Trading
Illinois
-15,000 Closed
FAM
125
Flaharty Asset Management
Florida
-11,415 Closed